Murchinson’s CEA Industries BNC Stock Holding History

Murchinson’s Portfolio BNC Stock Details BNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-26,520	Closed	-$266K	–	103
2025 Q2	$266K	Buy	26,520 +708	+3%	+$5.66K	0.09%	47
2025 Q1	$230K	Buy	+25,812	New	+$221K	0.01%	81

Other funds holding BNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

PCP

Pantera Capital Partners San Francisco, California $158M AUM 600.89% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 76.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Murchinson's BNC Position: Q3 2025 in Review

Murchinson sold out of CEA Industries (BNC) in Q3 2025, closing a stake of 26,520 shares — an estimated $266K sold.

Murchinson first reported a position in BNC in Q1 2025 and held it in 2 quarters. The position peaked at $266K in Q2 2025. 34 funds tracked by Wall St. Rank hold BNC as of Q3 2025.

Murchinson reported no remaining CEA Industries position as of Q3 2025 after selling out during the quarter.
Murchinson sold 26,520 CEA Industries shares in Q3 2025, an estimated $266K.
Murchinson first reported a position in CEA Industries in Q1 2025 and held it in 2 quarters.
Murchinson's CEA Industries position peaked at $266K in Q2 2025.
34 funds tracked by Wall St. Rank held CEA Industries as of Q3 2025.

Based on Murchinson's 13F filing for Q3 2025, filed 14 Nov 2025.